Borrowers Checklist

Once you have signed the Loan Estimate signifying that you have accepted the offer, you will be asked to provide several documents. Use the Borrower’s Checklist to ensure you have all your documentation.

MORTGAGE SOLUTIONS

To learn about each option available, scroll down or click on the specific loan below.

DOWNLOAD YOUR CHECKLIST

To easily check-off your list, download your Borrower’s Checklistto ensure you have all your documentation in line. Some items may or may not apply to you.

BORROWER INFORMATION

To ensure your identity, we will ask for a copy of:

Your current Driver’s License

Your Social Security Card

A Certificate of Resident Alien Status (Green Card), if you are a non-resident

INCOME INFORMATION

To verify your income, we will ask for the following documents. Some items may or may not apply to you.

Most recent income documentation for all parties – covering 30 days (Social Security, Retirement, Current Job income, etc.)